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Service | Customer Service, Contact Center, Fie...
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Field Service Mobile filters Work Order products by Price List

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Hi, I found that when adding a work order product on Field Service Mobile, when using the lookup field Product for search any product, it automatically filters products by the Price List of the Work Order. 

When displaying more views or the advanced filters, it shows a check informing about this, but it can't be unchecked, as you can see on the image:

pastedimage1656607762584v1.png

This happen both using the Mobile device and using the Field Service Mobile app on a browser, but it not happens while using main Field Service app.

Please I wan't to know how to uncheck this, in order to be able to add work order products even if its predefined price list doesn't match with the Work order price list, as it can be done on Field Service -not mobile- app.

Thank you

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at

    Hi Carlos.Rodriguez,

    You need check product lookup properties in the form:

    pastedimage1656652804376v1.png

    It is one feature named Related Records Filtering

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/special-field-properties-legacy?view=op-9-1#lookup-field-properties 

    This feature allows you to filter records where the record you are looking up to is already related to the record you are looking up from.

  • Carlos.Rodriguez Profile Picture
    20 on at

    Thank you very much!

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